JPMorgan Small Cap Equity’s laser focus on steady, well-positioned businesses sets it apart, earning cheaper share classes a Morningstar Analyst Rating of Silver, while more expensive ones earn Bronze.
Will VSEAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VSEAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VSEAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of VSEAX’s parent organization’s priorities and whether they’re in line with investors’ interests.